Client Help Guide
Everything you need to use J&H online
Navigate the website, start service inquiries, and get the most from your Client Portal — compliance tracking, documents, messaging, and invoices explained in plain language.
Signed-in clients
Portal users can also open Help inside the portal for the same guides in your workspace.
Portal Help →New to J&H?
Start with the Resource Centre for downloads and calculators, or book a free consultation.
Resource Centre →Still stuck?
Message your consultant in the portal or contact our Harare and Bulawayo teams.
Contact support →Full guide
Scroll through all sections or use the table of contents on larger screens. Portal sections mirror what you see after signing in.
Getting started
Sign in, register when open, and your first visit.
The Client Portal is your secure workspace for compliance, applications, documents, invoices, and consultant messaging.
- Visit /portal and click Sign In to Portal, or go directly to /portal/login.
- Enter the email and password provided by your J&H consultant.
- After sign-in you land on the Dashboard with your compliance overview and active applications.
| Topic | Details |
|---|---|
| Who gets access | Professional & Enterprise packages, or accounts created by your consultant |
| Self-registration | Available only when J&H enables it — otherwise registration is by invitation |
| First visit | Empty sections are normal; your consultant populates data as work progresses |
| Sign out | Use Sign out in the portal header — especially on shared computers |
Need credentials?
New clients receive portal access after their first engagement. Use Request Portal Access on the portal page or contact J&H if you do not have login details yet.
Dashboard
Compliance grid and active applications at a glance.
The Dashboard (/portal/dashboard) is your home screen. It shows a personalised greeting, your company, your assigned consultant, and two main areas.
Compliance Dashboard — a grid of cards for ZIMRA, NSSA, PRAZ, annual returns, and similar obligations. Each card shows a status badge, optional note, due date, and last updated date.
| Status | Meaning |
|---|---|
| Compliant | Up to date — no action needed |
| Due soon | Deadline approaching — plan ahead |
| Overdue | Past due — action required |
| In progress | Work is underway |
| Not started | Not yet begun |
Active Applications lists services that are not yet completed, with progress bars and next-step guidance. Click View all for the full Applications page.
Action needed banner
If any compliance items are due soon or overdue, an amber alert appears at the top with a link to review those items. Upload documents or message your consultant as needed.
Applications
Track every service from submission to completion.
The Applications page (/portal/applications) tracks services such as company registration, VAT, NSSA, PRAZ, and tax clearance. Your consultant creates and updates these — you track progress here.
| Status | What it means |
|---|---|
| Submitted | Request logged; work is queued |
| In review | J&H is reviewing details or documents |
| Processing | Filed with the relevant authority |
| Action required | You need to upload a document or provide information |
| Completed | Service finished — check Documents for certificates |
Each application shows submitted and updated dates, a progress percentage, and a next-step description. Action required usually means your consultant needs something from you — check Documents and Messages.
Progress bar
Percentages reflect milestones set by your consultant, not a fixed government timeline. Processing times depend on authorities and document completeness.
Documents
Upload files, download certificates, handle required and rejected items.
On Documents (/portal/documents), use the upload form to send files to your consultant, then review everything in your document library.
- Select a category (Company Registration, ZIMRA, NSSA, Compliance, KYC, Tenders, or Other).
- Choose a file from your device.
- Click Upload — success message: “Upload received — your consultant will review shortly.”
| Status | Meaning | Your action |
|---|---|---|
| Available | Ready to download | Click Download |
| Pending review | Awaiting consultant review | Wait for review |
| Required | Consultant needs this document | Upload the file |
| Rejected | Upload not acceptable — see review note | Re-upload a corrected version |
10 MB file limit
Maximum upload size is 10 MB per file. Compress PDFs, reduce scan resolution, or split large files. Message your consultant for alternative transfer if needed.
Messages
Chat directly with your assigned consultant.
Messages (/portal/messages) replaces scattered email threads. Your messages appear on the right; consultant replies on the left, with timestamps.
- Scroll to the composer at the bottom of the page.
- Type your question or update.
- Click Send message — the thread refreshes with your new message.
Use Messages for status questions, invoice queries, and clarification on rejected documents. File attachments are not supported in messages — upload files on the Documents page and mention the upload in your message.
Be specific
Include the service name (e.g. VAT Registration) or document name so your consultant can respond faster.
Invoices
View quotes, payment status, and download receipt PDFs.
The Invoices page (/portal/invoices) shows a table with reference, description, amount, status, and receipt download.
| Status | Meaning | PDF download |
|---|---|---|
| Paid | Payment received | Available |
| Outstanding | Payment due | Available (quote/invoice copy) |
| Draft | Not yet finalised | Not available |
Click PDF in the Receipt column for paid or outstanding invoices. Payment is arranged directly with your consultant — the portal does not process online payments.
Profile
Update your details and change your password.
On Profile (/portal/profile) you can edit your full name and company name. Your assigned consultant is shown read-only.
- To change password: enter current password, new password (min. 8 characters), and confirm.
- Click Save changes.
- Password fields clear after a successful update; you stay signed in on this device.
Email address cannot be changed in the portal — contact your consultant. You do not need to fill password fields when only updating name or company.
Troubleshooting
Login issues, inactive accounts, and upload problems.
| Issue | Solution |
|---|---|
| Invalid email or password | Check caps lock and registered email; contact consultant to reset password |
| Account deactivated | Contact your consultant — account is marked inactive |
| Upload: file too large | Reduce file to under 10 MB; compress PDFs or split scans |
| Upload: account inactive | Contact consultant to reactivate before uploading |
| Registration closed | Portal is by invitation — use Contact J&H to request access |
| Message failed to send | Check connection, refresh, and retry |
| Empty dashboard | Normal for new accounts until consultant adds data |
Browser tips
Use an up-to-date browser, allow cookies for the site, and try incognito mode if sign-in loops. On mobile, use the bottom navigation bar for portal sections.
Ready to sign in?
Existing clients can access the portal now. New clients receive credentials after their first engagement with J&H.